Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance brokerage; Strategic financial advisory services